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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,631 | $77,638+39.9% | $156,551-30.6% | $62,881+72.8% |
| Participation rate | 79.3% | 71.2%+8.1pp | 84.0%-4.7pp | 69.3%+10.0pp |
| Annual return | 6.42% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $9,106 | $3,444+164.4% | $5,501+65.5% | $2,281+299.2% |
| Participant deferral / active EE | $4,860 | $3,046+59.6% | $4,871-0.2% | $3,203+51.7% |
| Admin fee / account holder | $54,305 | $5,561+876.5% | $13,028+316.8% | $4,296+1164.2% |